Joshua VanDyke

Cornerstone Wealth Partners, Llc

Assets Managed

$176.284M

Holdings

Last Quarter

2026 - Q1

Filed Date

5d ago

Growth Rate

22.34%(2Q avg: 11.17%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Cornerstone Wealth Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 19 positions.

Assets under management

The assets under management (AUM) of Cornerstone Wealth Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 176.284M in assets, with a quarterly growth rate of 22.34% and a 2-quarter average growth rate of 11.17%. The portfolio is managed by Joshua VanDyke, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
AVUV Avantis Us Small Cap Value Recent Activity Increased 15.19%	29.33%	$51.687M 467,881 shares@ $110.47 avg price	Increased 15.19%
DFSD Dimensional Short Duration Recent Activity Increased 25.84%	12.41%	$21.863M 456,631 shares@ $47.88 avg price	Increased 25.84%
AVLV Avantis Us Large Cap Value Recent Activity Increased 13.83%	11.59%	$20.419M 253,305 shares@ $80.61 avg price	Increased 13.83%
AVSC Avantis Us Small Cap Equity Recent Activity Increased 15.79%	11.55%	$20.348M 326,613 shares@ $62.3 avg price	Increased 15.79%
AVDV Avantis Intl S C Value Etf Recent Activity Increased 11.12%	8.23%	$14.504M 145,241 shares@ $99.86 avg price	Increased 11.12%
IVV Ishares Core S&p 500 Etf Recent Activity Increased 20.71%	5.41%	$9.521M 14,576 shares@ $653.18 avg price	Increased 20.71%
AVES Avantis Emerging Markets Val Recent Activity Increased 15.46%	4.02%	$7.078M 118,009 shares@ $59.98 avg price	Increased 15.46%
AVEE Avantis Em Mkt Sm Cap Eq Etf Recent Activity Increased 20.75%	4.01%	$7.059M 111,283 shares@ $63.43 avg price	Increased 20.75%
AVIV Avantis Int Lrg Cap Val Etf Recent Activity Increased 12.72%	3.29%	$5.787M 77,336 shares@ $74.83 avg price	Increased 12.72%
AVDS Avantis Intl Sm Cap Eq Etf Recent Activity Increased 13.77%	3.22%	$5.662M 78,805 shares@ $71.85 avg price	Increased 13.77%

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